SCOPE OF WORK

Key Responsibilities will include: 

• Bookkeeping services

  1. Detailed review of financial transactions imported from the banking system to record and match transactions ensuring accurate classification of accounts, classes, and projects in the general ledger. (25 – 30 transactions per month.)

  2. Track grants, designated funds, and ministry area income and expenses using classes and projects.  Set up accounts for new ministry areas as needed.

  3. Manage invoicing and billing for fee-for services income and grants in coordination with the Minister of Prophetic Formation.

  4. Review payments and maintain historical records including invoices, receipts, and checks in Juniper Formation’s system in cooperation with the Minister of Prophetic Formation.  

  5. Reconcile bank and credit card accounts monthly.

• Payroll services

  1. Utilizing QuickBooks Online payroll, process monthly payroll for 5-6 employees.

  2. Utilizing QuickBooks Online payroll, process monthly payments to  2-3 independent contractors.

  3. Review quarterly and annual payroll tax payments and filings (including the applicable federal and state agencies) for accuracy and ensure filing of W-2 and 1099 forms.

• Financial Reporting

  1. Prepare monthly and annual actual vs budget and statement of activity by class and projects (grants) in accordance with nonprofit accounting standards, GAAP, and applicable regulations.  

  2. Prepare detailed income and expense reports, cash flow statements, and other reports as needed for grant applications and reporting and/or financial oversight. 

  3. Meet quarterly with the Leadership Team to report on financial activities, status, and forecasts.

• Reporting Requirements

  1. Review federal, state, and local tax and non-profit reporting requirements and alert management about any needed actions. 

• Provide assistance with development of the annual budget.

• Provide assistance, guidance, and suggestions to improve the church’s financial policies and internal control procedures to safeguard the organizational assets. 

• Meet with the Minister of Prophetic Formation monthly to review finances, prepare forecasts for quarterly Leadership Team reports, review scope of work and evolving needs of the church. 

Estimated time is 10 – 15 hours a month with additional time for budget preparation and year-end payroll tax and 1099 review. This is a remote position.

QUALIFICATIONS:

1. Proficiency in Quickbooks Online, including use of Payroll, Projects and Classes for grant management and donor designations.

2. Knowledge of local, state, and federal payroll withholding and programs including Colorado FAMLI, Colorado SecureSavings Program, and applicable ministerial housing allowance laws and processes. 

3. Familiarity with GAAP and nonprofit and church accounting and financial procedures. 

4. 2-5 years experience in a nonprofit and/or church accounting environment preferred. 

5. DEIA: Ability to work with diverse staff, contractors, and members, including, but not limited to: given and chosen names, LGBTQ+, ethnicities, gender identity and pronouns, neurodiversity, part-time workers.

6. Ability to communicate clearly, responsively, and proactively. 

7. Ability to manage confidential information with integrity.

8. Excitement to work in an entrepreneurial environment where new ministries are incubated

TRANSITION: Transition to new bookkeeper includes detailed Juniper Formation Bookkeeping Handbook and support from previous interim bookkeeper.

INQUIRIES/PROPOSALS

Please include: 

• Qualifications to provide the above services including background and experience in church and/or non-profit accounting;

• Size and organizational structure of your business;

• Proposed billing rates and fee structure for the services;

• References and contact information from at least three clients.

Please submit proposal to Rev. Dr. Jenny Whitcher at Jenny@juniperformation.org by June 8, 2026.

Questions should be directed to Rev. Dr. Jenny Whitcher at jenny@juniperformation.org.

Juniper Formation may request additional information or clarifications of any proposal. 

About Juniper Formation & Our Finances

Juniper Formation is a faith community of the United Church of Christ (UCC). We are movement leaders and people in ministry committed to radical love and justice for the diversity of God's creation, especially those of us who are marginalized and oppressed. 

Juniper Formation is invested in shared liberation and disrupting the cornerstones of oppression

Our mission is prophetically reimagining the Church from the margins by incubating new ministries, centering the margins of the Church, and accompanying one another through prophetic discernment and ministry formation.

Our church is women- and nonbinary-led, multiethnic and antiracist, affirming of undocumented people, celebrating of different abilities, and Open & Affirming of LGBTQ+ individuals and families in the life, leadership, and sacraments of our church. We are centering the margins of the Church.

Our ministry and financial model prioritizes people and relationships. In practice, this means a progressive, just, and equitable staff compensation structure; supporting people starting new ministries by co-creating ministry projects together and offering contract pay and ministry project expenses; and leveraging our financial resources to address historic and present-day wealth inequality and discrimination in the Church; and centering the margins of the Church in ministry. Our ministry is supported by donations, grants, fees for service, and product sales.